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HomeMy WebLinkAbout08-27-08PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF Cumberland Estate of Debra A. Jones COUNTY, PENNSYLVANIA File Number ~~ ~ p `% U also known as Deceased Social Security Number ]68-42-1769 Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the Personal Representative named in the last Will of the Decedent dated August 9, 2002 and codicil(s) dated (State relevant circumstances, e.g., renunciation, death of executor, etc.) Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the instrument(s) offered for probate, was not the victim of a killing and was never adjudicated an incapacitated person: B. Grant of Letters of Administration (Ifappticable, enter: c. t. a.; d.b.n.c.t.a.; pendenle life; durante absentia; durante minoritate) Petitioner(s) after a proper search has /have ascertained that Decedent left no Wil] and was survived by the following spouse (if any) and heirs: (If Administration, c.t.a. ord.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.) situated as follows: I6 North Pin Oak Drive Boiling Springs, PA 17007 Decedent, then years of age, died on August 9, 2002 Decedent at death owned property with estimated values as follows: (If domiciled in PA) All persona] property (If not domiciled in PA) Personal property in Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania Form RW-02 rev. 10.13.06 at 100,000.00 $ 250,000.00 Page I of 2 (COMPLETE INALL CASES:) Attach additional sheets if necessary. ~ ~1' _ `~ Decedent was domiciled at death in Cumberland County, Pennsylvania with his /her last principal reside at r*.'t " 16 North Pin Oak Drive, Bodine Shrines, PA 17007 `~ (List street address, town/city, township, county, state, zip code) ~'~~ N Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of Letters in the appropriate form to the undersigned: Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sri orn to cr affrtned and subscribed Signature of Personal Representat' e before me the _ day pf r..~ Signature of Personal Representative C7 ,~~- l , (7 cc~ - t- For the Register Signature of Persona! Representative - ~+ N ,__; _ ~ cv~,~ ~ ; _ File Number: ~ , ~ ~1 ©1( ~'~ 1 -,~_~ ~'-' r`~ . r~, t~.'~ Estate of Debra A. Jones Social AND NOW, _(, having been presented are hereby granted to _ Number: 168-42-1769 o? 7 , ~, in IT I pE~REF~D~ SLe~e~ s and that the instrument(s) dated described in the Petition be admitted to pro as the last Will and filed of FEES Letters ....,~~ ~ $ ~~ ~0 /...... Short Certificate(s) ..1 ~ ... $ !`~' Renunciation(s) .......... $ I.t~f ~ ... $ / S ... $ ... $ ... $ ... $ ... $ ... $ ... $ TOTAL .............. $ 0~ -~~ Attorney Signature: Attorney Name: the foregoing Petition, satisfactory proof Codicil{s)~ of Decedent. M. Bornstein, in the abova estate Supreme Court I.D. No.: 79086 Address: Harvey Ballard & Bomstein, LLC 800 Lancaster Avenue Suite T-2 PA 19312 Telephone: 610-408-8388 Deceased Date of Death: August 9, 2008 Form RW-02 rev. 10.13.06 Page 2 of 2 105.81)5 REV (OI/071 LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or pi~otograph. Fee for this certificate, Sb.t)0 P 14805885 Certification Number his is to certify that the information here liven is orrectly copied from an original Certificate of Death my filets with me as Local Registrar. The original ertificate will be forwarded to the State Vital records Gffice fur permanent fining. ~ • e.~.~..C~~,a~D~,.. U 1 8 20fl8 . vocal Registrar Date Issued C~ r-.~ 0 r~ - l-, ~ ,_ _ _ G~ - ) t T Y N __ -.~f _~ ' 7 1'y -. .... 1 - - ~." .-~ ~ rv 7 H10Sf43 REY 17PRt116 TYPE /PRIM IN PERMANENT BUICK INK 4 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH ~ \ ~ ~~~ (See instructions and examples on reverse) STATE FILE NUMBER ~ i 1. Name of Decedarx tFirst mitldle, Hal, adya) 2. Sax 3. Sodd Sewrdy Number 4. Dah of Daeth (MOnm, dey, year) Debra A. Jones F 168 - 42 - 1769 August 17, 2008 s. Age (lad &nnmy) UrMm 1 yea l1Ma t 6. Dare d BiM (Month. re , 7. BinnWace (~ eM dace a forego tang) re. Place of Deem (Ctcedc Dory are) Mats Daya lhixa MMaR HOSpdd: Deeef. 55 Vrs. 10/20/1952 Shamokin, PA ~mpe~ ^ER/Outpatient ^DOA ^Nursing Flame ^Residerxx ^Omar-Speay: bb. Crony d Deem Bc. Ciy, Bono, Twp. d Death ba. Feciltly Noma (If nd instlhNOn, give tired end nlmbeq 9. Wes Decedent d FYepenk Origin? ~ No ^ Vee 10. Race: American Iri6at Bledc, Wh9e, ak. Dau bin p De T ~ ~ • .S. Hershe Medical Center Y °`"~•'P°d"Cib~'~ M i (5p"*~ can, Norm Rican. etc.) ex White 11. Da«roenl's UeuM tbn Kind d wok o ae du mod d Ne. Do rot deb ~ 12 Wx Deceaenl ever in 9ce 13. DecedanYS EWwsbn (Specfy ary taglted grade amP leted) 16. MadHl Stelae: Martha, Never Marred, 15. Surviving Syo ux (lt wee, gve maiden name) Kuq d Wad Kent d BusNlex / hMushy U.S. Amled Faros? Elementary / Seandary (D-12) Cotlega if ~d or bt) Wi~Bd• DNarwd (~M Law Librarian P•S. Dickinson School f ^rx f~Nn 5+ Never Married - 76. DxwlHnt's MaYeg Adrress (Sheet, dty /Wrm, state, np cede) Law DecadenYS Did Decedent m a PA u T h M' S k11 t ~ P "~' Rasldenw Yra. sHte o c n 77c. ®Tx, Dswdem urea H Trop. 16 N . Pin Oak Drive Towrohp7 17tl. ^ Np Dewdenl Lhwd witlYn Cianberland ,Tb C Bonin S rin s PA 00 , . ony ,~„~~d clry/UOra 18. Famer's Name (First. noddle, last. eu8a) 19. Mdher's Name (FlM, mxMle, maiden saneme) Donald B. Jones, Sr. Lois V. Bard 20a. lnlomrent's Name Rrpe / PrinQ 20D. InfomtenYs MaAing Address (Street, city /town, sore, zip rode) Loi V. Jones 712 St. Paul St., Lewisbur , PA 17837 21 a. Mamal of DispwYron ; ~remetlon ^ Donaun 27b. Dace d Dlsposmen (Month, deY• rear) 21c. PHca d Dispwilbn (Name d carnebry, crematay «olhm place) 21 d. Laxtlon (City /roan. dew, rip mda) ^ Banal ^ Rertgvai hen Stale ! Wx Cremedm a DaWton ANhoazed ^ omer.spamy; ! CyMetllcdFaamear,CoraprT area^Nn 8/21/2008 Evans Cranation Services Leola, PA 22a. Signature d Funs Licensee la person e ' es ) 72b. license NuMa 22c. Name and Adaex d FaciNly . - FD 012633 L Fkvin Brotht:xs FuneralHane, Inc., Carlisle, PA 17013 Canplele eeme 23e•c aey when cer9yAng 23a. Tome bed d my pnwledge, occurred el ere time, deb erld place ebtetl. (SNp1aNre ens title) 23b. liwroe Number 23c. Dale Signed (Mmm, dey, year) plyddan b not arelHde a time d deem ro caMy roux d dxm. Items 2428 mud be axnpbted M peam 26. Time d Deem Z5. Deb Pmndnced DeW (Mmm, day, year) 26. Was Case Referred to Examiner / Coratar for a Reason Omer man Cremeecn a Dacetion? x"'ep'°"°'"'°•'ax"" o • 10 h M. ~~,t~ p ^yea CAUSE OF DEATH (See InstnscNons a xamples) r Appraximele eaerreF. Part II: Enter adbr " ~ 28. 7dce[so Use Camixae b Dwm7 Item 27. Pan C Enter the ~g~~d ev_m- Qaeesas, iryudes. a mngtlcelions -md Erectly cawed me tleam. DO NOT enbr tenneMl avenb scant as wrthaz enesl, r peat to Deem lxa not resdtlng In me ixideryNlg wu6e ghren n Pad 1. ~ Vas ^ Probably " respiretay erred, a venbearlar fipliatlon wilfpd sfnweg me etlabgy. slat ally ace roux an each Ana. ' rVVY ^ ~ ^ UnNnoxn MMEdATE CAUSE FxuY dsxx a ~1 mn6tion readar9n~i Ct`IP~X~MII~ ~ a. Id tL~rP F 1 ~p~IC 29.tlP , Due b (a es a Nruepuence on: r Nd PrePlant rdhln pad year SewentbAV Yd co«Bioro, tl any, b. ~ 0 (U li'f iA-~~ C~ l.L Ct / N C C ~ ~1) L(. R ' tl ^ Pre9nent et ems d dxm badaq ro me cMae Istea on Yoe a. Em« ms UNDERLYING CAUSE Due to (a as a aroequerke oQ: ~ ^ Nd PregrMnl, do Megnad witNn 42 tleys c 1e R LZr U 2A• ~ ~ F SL a ~/ rewnu~ga~""m~e `eatn"x~'u~T° d dxm . Dee ro (a u a mneealanw oq: ^ p d, da pregnma 63 days ro, yam a. ^ tASrlown A Pregad MYYrI me peat year 30a Was anAdapey 30b. Were Autopsy FxtdMtla 31. Mmxw d DxUI / 32a. Dale d Inj«y (Halm, day. Year) 326. Descnhe llox Ir~xy Ocamed 32c. Place d I!~' Hero. Farm. Slreq, Pettey, OBZe Buem ~ ~ Perlortrod7 AvdHhce Prior b ConlPletlon - wrd ^ Fl idae 9. ( Y) d Cane d Deem? om ~~i1o ^ Yes - / ^ Vee ~ No ^ p~^t ^ pendnp Imesegagpt 32d Time d Iryury 32e. Injrrcy at Wak7 321. K Traoponedm h{ury (Specify) 329. Lawson d hdury (5trea, dh', rown, stab) ^ Sulfide ^ Coutl Not be OdemaMd ^ Vm ^ No ^ DrHa / Opael« ^ Passage ^Petlestrien M Omer- Spedty: 33t CeniTier (dwell say ace) 336. SIgtMNre 2e CM I • CMYying phyeklan IPhY~ ceraYn9 roux d dxm when enomm physician fas pronourped deem and artplaed lbm 23) - ~ ~~ ' To ab bgtdmy Nnowbage, sash aWrrea aw to tM Caaie(e)MM riWnaxstabd..__________________.._____________ ^ . ' Prorlourcing ant wmhM9 phyNCl» (Physitlen Edh pronoundng deem arq wrtitying to cause d daeml To the beet of my knoMedge, deem occuwad at the time, Wb, and pHca, eM due to me rouse(s) and manner x stated_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ .License Number 33d. Dale (Mash, dey, R o t MMkel 6emiror /Coroner o ~ ~ o 1 ` ~ "~ V ~" on me east. d aemrnetion ana / « mreetigNion, b my opinion, seem accurmd m the Bma, deb, and pHCe, and sae m tint wusys).na me«tm as amed_ ^ ~ a P wo N a AM c s c d D m r 2T r l . ame a, rex ersm ee o ompete aax g am ) ype Hershe Medic2l Ctr S ~ 3s. R igrefure ~'~~ ~a ~ ~~~ ~ I b I . DMe Filed (Maxh, aev. rear ~ . . y . ~ p~ t~ C~~n` ~~~Hershey, PA 17033 Pf~~3( - ~~ , ~~' ~`~~3(rzI a- Disposifim Permit No. c~ _. ~ w --, ~ . -•: ® ~ ~- r,~ ~,:: - ; .. I, DEBRA A. JONES, now of 16 North Pin Oak Drive, jBoiling Springs, Pennsylvania, declare this to be my last Will, hereby revoking all Wills previously made by me. Section I 1. l Payment of Debts and Expenses. I direct that all my debts which were legally enforceable at the time of my death (including indebtedness secured by any specific bequest), plus unpaid charitable pledges, whether or not enforceable against my estate, and funeral expenses, including my grave marker and all expenses of my last illness, shall be paid from my residuary estate as soon as pussi'ole aiie r~iy death as a parr of the expenses of the administration of my estate. I direct that the cost of delivery to a beneficiary of any property passing to that beneficiary by reason of my death shall be paid by my estate as an administration expense. 1.2 Payment of Death Taxes. In the event that any portion of my estate is subject to no inheritance or death taxes or is taxed at a lesser rate than another portion, all death taxes shall first be paid and then the residue of my estate determined and distributed in accordance with the terms of this Will. Under no WITNESS: bt~lGt..~ - ~ Debra A. Jones &~~ ATTORNEYS AT LAW 112 MARKET ST. _EWISBURG, PENNBYLVANIA 17631 [This Will continues] 1 circumstances shall specific bequests bear the burden of any death taxes. I direct that all other estate, inheritance, succession, transfer or other taxes, imposed or payable by reason of my death with respect to all property comprising my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid out of the principal of my estate, as if such taxes were administration expenses, without apportionment or right of reimbursement. I authorize my Personal Representative to pay all such taxes at such time as may be deemed advisable. Section II 2.1 Gift of Entire Estate. I give, devise, and bequeath all of my estate, of whatever nature and wherever situate, to my brother, DONALD B. JONES, JR., now of 519 Annadale Drive, Berwyn, Pennsylvania, if he survives me by one (1) month. 2.L First Alternate Gift of Estate. If my brother does not survive me by one (1) month, then I give, devise, and bequeath all of my estate, of whatever nature and wherever situate, to such of my nieces and nephews as survive me by one (1) month, in equal shares. In the event that a niece or nephew of mine does not survive me by one (1) month, then that beneficiary's share shall be divided equally among the surviving beneficiaries. (I now have three (3) nieces and one (1) nephew). WITNESS: Debra A. Jones ~~~~ ATTORNEYS AT LAW 112 MARKET ST. LEWiSHVRG, PENNSYLVANIA 17837 [This Will continues] -2- Section III 3.1 Underage Beneficiaries' Trusts. If a person who has not yet reached thirty (30) years of age becomes entitled to a distribution under this Will, then that distributive share shall be transferred by my Personal Representative to my Trustee upon the following Trust to be administered separately from any other Trust created by this Will . 3.1.1 To accumulate the net income and to expend and apply so much of the net income, accumulated income and principal of this Trust as Trustee may in its sole discretion deem advisable for the support and education (including college education, both graduate and undergraduate) of said beneficiary or during illness or emergency. Trustee shall take into consideration the beneficiary's other readily available assets and sources of income. 3.1.2 When such beneficiary reaches the age of thirty (30), the then-remaining principal and all accumulated income maybe paid upon the request of the beneficiary and, if such a request is made, said Trust shall terminate. Section IV 4.1 Personal Representative. 1 appoint my brother, DONALD B. JONES, as Personal Representative of this Will. 4.1.1 In the event of his death, incapacity, renunciation, resignation, discharge or removal as Personal Representative, Iappoint BERNARD J. DONOHUE, now of 5413 Springtide Drive, Harrisburg, Pennsylvania as Personal Representative in his place. Section V 5.1 Trustee. As Trustee of any Trust created under this Will, I appoint ~~~~ ATTORNEYS AT LAW 112 MARKET ST. LEWISRURG, PENNSYLVANIA 17837 Trustee BERNARD J. DONOHUE. WITNESS: ~'1,^-Ea1~ Debra A. Jones [This Will continues] -3- 5.1.1 In the event that said Trustee is or becomes unwilling or unable to serve, I appoint my mother, LOIS V. JONES, now of 712 St. Paul Street, Lewisburg, Pennsylvania, in his place. Section VI 6.1 Fiduciary Powers. In addition to any authority otherwise given them, I expressly grant unto my fiduciaries (that is, the Personal Representative, Trustee, named in this Will} the following powers to be exercised with respect to any aspect of my Estate over which they have legal authority (including property held in Trust), without court approval, in their discretion, and effective until final distribution of all assets: 6.1.1 To retain, as investments of my estate or trust, any or all assets of my estate, real, personal or mixed, without regard to any principle of diversification, and to purchase and acquire real or personal property, and to hold any or all of such real and personal property retained or acquired without making the same productive of income. 6.1.2 To pay all taxes, charges and expenses of maintenance, upkeep, improvement, development, protection., preservation and investment of any retained or acquired real or personal property, such payments to be made from either principal or income as my said fiduciary shall determine. 6.1.3 To retain or invest any and all funds, whether principal or income, in any real or personal property without restriction to legal investments; to purchase investments at premiums; to exercise all rights of a security holder or shareholder in any corporation; and to lease, mortgage, pledge, give options upon or sell at public or private sale and without approval of any court and without any responsibility to the buyer or buyers to see to the application of the purchase price, any real or personal property, or portion or portions thereof, irrespective of the manner of the means by which the same was acquired by my said fiduciary. WITNESS: ~~ ~ .}~ Debra A. Jones ~~~~ ATTORNEYS AT LAW 1 t2 MARKET ST. LEWISSURG, PENNSYLVANIA t]83~ [This Will continues] -4- 6.1.4 To make any payment or distribution herein provided for in cash, kind, or partly in cash and partly in kind, at valuations fixed by my fiduciary at the time of distribution. Section VII 7.1 Waiver of Requirement of Security. 1 direct that no fiduciary (Personal Representative or Trustee) named in this Will shall be required to enter security in any jurisdiction for the faithful performance of fiduciary duties. Section VIII 8.1 Spendthrift Clause. Any sums of money or other property, whether principal or income, payable to the beneficiaries under this Will shall: 8.1.1 Be paid over to them free and clear, discharged of their debts, contracts, and engagements; 8.1.2 Not be subject to assignment or anticipation prior to distribution; 8.1.3 Be immune from levy, attachment, execution, sequestration, or alienation until actual payment be made by my Personal Representative or Trustee to the beneficiaries; 8.1.4 Be free from the debts and obligations of the beneficiaries while in transit. ~.~~~a .~ . c~S Debra A. Jones ~~~-~ ATTORNEYS AT LAW 112 MARKET ST. LEWISBURG, PEN NSVLVANIA 17837 [This Will continues] C Section IX 9.1 Cations. The underscored captions appearing at the beginning of each Section of this Will are for reference and convenience only and shall be totally disregarded whenever an interpretation of this Will is required. [Any text below this line shall be disregarded] Debra A. 3ones ~&~~ ATTORNEYS AT LAW 112 MARKET ST. LEWISBURG, PENNSYLVANIA 1783] ~..~C.~ ~--~---~ ,~; ~~'1 ~C mot. ~~:: [This ~JVill continues] -6- IN WITNESS WHEREOF, I have hereunto set my hand and seal to this the signed origi al of my last Will in six (6) pages, excluding this signature page, this day of , 2002. Kz%lG~-~ ' Gl'~9-S (SEAL) Debra A. Jones Signed, Sealed, Published, and Declared by DEBRA A. JONES, the above-named ~~~ ~ ~-~ ATTORNEYS AT LAW 112 MARKET ST. LEWISBURG, PENNSYLVANIA 1783] Testatrix, as and for her last Will, in the presence of us, who at her request, in her presence, and in the presence of each other, all being present at the same time, have subscribed our names to this Will as witnesses. Witness Time: ~ ~ .`Q ® ~ ~ ~ F:\WILLS\JONES.DEB Address of Witne`~s Address of Witness COMMONWEALTH OF PENNSYLVANIA ) ss. COUNTY OF UNION ) I, DEBRA A. JONES, whose name is signed to the foregoing Last Will and Testament bearing my name, having been duly qualified according to law, do hereby acknowledge that I signed and executed that instrument; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn to and subscribed before me, a Notary Public, this ~ day of 2002. NOTAR;AL SEAL ELLEN K. GAUGER-STROUSE, Notary Public, Lewisburg Bono, Union County My Commission Expires March 24, 2003 ~~ ~~ ~ ~~~ SEAL ( ) Debra A. Jones (SEAL) N to Public COMMONWEALTH OF PENNSYLVANIA ) ss . COUNTY OF UNION ) We, the Witnesses whose names are signed to the foregoing instrument bearing the name of DEBRA A. JONES, being duly-qualified according to law, do depose and say that we were present and saw her sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purpose therein expressed; that each of us, in the hearing and sight of DEBRA A. JONE5, signed the Will as witnesses; and that to the best of our knowledge, DEBRA A. JONES was at that time 18 or more years of age, of sound mind, and under no constraint or undue influence. Witness ~1 Witness Sworn or of armed to and subscribed before me by the above-named witnesses, this q ~ day of , 2002. (SEAL) N a Public " ~',~~`~_ '~4t~TA~R,IA SEAL ~ & ~~ ~ ~~i_iF~i~l ~. ~a,~UGER-STROUSE, Notary ~ r iab~;~„ ~ ~;~risburg Boro, Union County ATTORNEYS AT LAW j 'i-.qtr f~~~~'~C!~1~ ~XKj1~~S March 24, 2~~.3 112 MARKET ST. .~.._..-1~...~...~_..............~ .............. .... LEWISBURG, PEN NSV LVANIA 17837